Open a frankly pillar 3a, switch your existing pillar 3a and benefit twice over

Voucher code: PROMO99

Do you already have a pillar 3a account with another provider? No problem! Become a frankly client and switch your existing pillar 3a to frankly by 31 January 2022 and receive a CHF 25 switching bonus off your fees in addition to the CHF 50 fee voucher* for new clients.

!Open a pillar 3a with frankly or switch your existing pillar 3a to frankly by 31 January 2022 & benefit twice over!
 

Open a pillar 3a account and save on fees as a new client:

Benefit from a CHF 50 reduction in fees with the voucher code PROMO99.

 

*Only valid for new frankly customers within 48 hours of opening an account. Vouchers can be redeemed until 31 January 2022. Financial services advertising. © 2021 Savings 3 Pension Foundation of Zürcher Kantonalbank

Switch your existing pillar 3a to frankly and benefit:

Transfer your existing pillar 3a to frankly now and benefit from the switching bonus of CHF 25. The code for redeeming the voucher will be sent to you by e-mail no later than the end of February 2022. We will pay any costs you incur for selling your existing securities or for closing your account (this applies to all savings contracts with bank foundations).

 

This promotion is valid up to and including 31 January 2022.

Transferiere jetzt deine bestehenden Säule 3a zu frankly und profitiere vom Wechselbonus in der Höhe von CHF 25.-. Der Gutschein-Code für die Einlösung wird dir spätestens bis Ende Februar 2022 via E-Mail zugeschickt. Allfällige Kosten für den Verkauf deiner bisherigen Wertschriften oder die Gebühren für deine Kontosaldierung übernehmen wir für dich (gilt für alle Sparverträge bei Bankstiftungen).


Diese Aktion gilt bis und mit 31.01.2022.

Pillar 3a securities solutions

Compare the fees and performance of Swiss pillar 3a pension products with frankly’s investment products now.

Your details of current suppliers

3a securities assets
CHF

The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds).

3a account assets
CHF

It is assumed that no costs are incurred for the account assets at the competitors. Please note that the calculation of the all-in fee at frankly is based on the account balance and the equivalent value of the securities.

3a total assets

CHF

Selection of settlement offer (securities):

Assumption:
Your pillar 3a assets from your current provider will also be invested equally with frankly in securities and account assets.
Find out now

Cost comparison in 10 years

The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds). 

It is assumed that no costs are incurred for the account assets at the competitors. 

Please note that the calculation of the all-in fee at frankly is based on the account balance and the equivalent value of the securities.

Possible transaction and account fees of competitors are not taken into account. Only products with ISIN are available for the purposes of comparison. Last updated: 30 September 2021, Source: Morningstar

Savings thanks to the all-in-fee of 0.45% on all frankly products
CHF 53'300

With competing product 
and ø 1.21% fees

* according to comparable offers from the Swiss online comparison service moneyland.ch

Your benefits with frankly:
Per year:
In 30 years

Fees are not everything! Performance is also important.

Since the launch (the period from 1 April 2020 to 30 September 2021), the investment products have performed as follows.

Please note that the performance comparison is only for the period from 1 April 2020 (the launch of frankly) to 30 September 2021, and therefore reflects an extraordinary economic situation with occasionally considerable stock market fluctuations in view of the worldwide lockdowns. Because of this, it is not possible to make a one-size-fits-all comparison of how the investment products described have performed in the past, nor is it possible to predict the relationship between any future returns. In addition, the securities portrayed sometimes pursue different investment strategies with varying degrees of equity exposure, which is why the opportunities and risks inherent in the products are different and make it difficult to compare the investment products. Past performance and returns are also no guarantee of future investment performance. The performance results refer to the net performance (after deduction of product costs). 

Source: Morningstar

If you want to compare performance with your current provider, select a settlement offer (securities) above.

Select a settlement offer 

For comparison purposes, the performance of competitors in relation to 3a securities assets over the same period should be noted.

Note

The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds).

It is assumed that no costs are incurred for the account assets at the competitors. 

Please note that the calculation of the all-in fee at frankly is based on the account balance and the equivalent value of the securities.

Possible transaction and account fees of competitors are not taken into account. Only products with ISIN are available for the purposes of comparison. 

Please note that the performance comparison is only for the period from 1 April 2020 (the launch of frankly) to 30 September 2021, and therefore reflects an extraordinary economic situation with occasionally considerable stock market fluctuations in view of the worldwide lockdowns. Because of this, it is not possible to make a one-size-fits-all comparison of how the investment products described have performed in the past, nor is it possible to predict the relationship between any future returns. In addition, the securities portrayed sometimes pursue different investment strategies with varying degrees of equity exposure, which is why the opportunities and risks inherent in the products are different and make it difficult to compare the investment products. Past performance and returns are also no guarantee of future investment performance. The performance results refer to the net performance (after deduction of product costs).

Last updated: 30 September 2021, Source: Morningstar

How it works:

  1. Download the frankly app for free, and open your pillar 3a, including your preferred strategy. It takes just a few minutes.
  2. In the start screen of the frankly app, select “+” and then “transfer 3a to frankly”.
  3. Simply select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
  4. In the next step, enter your policy number or IBAN at your current provider.
  5.   Now you can choose whether you would like to receive the PDF by post (including a prepaid envelope) or whether you would like to download and print it yourself.
  6. Important: Check your information again, sign the form and send the transfer order to your current provider as soon as possible.

 

More information

Download now for a better pen­sion solution

Request the download link be sent to you by text message. Or scan the QR code to download frankly directly.

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